Holistic Financial Services is an authorised financial services provider
Wealth is more than just about money.
Our Holistic financial plan takes into consideration your personal goals, needs and tolerance for risk and always considers tax and estate implications when structuring a wealth creation solution. A comprehensive investment plan often involves different investment vehicles to cater for a diversified solution across different asset classes. We offer independent advice since we are not tied to a specific brand or company and can therefore structure an investment solution that is in the best interest of the client.
We support YOU to achieve Financial Freedom in order for you to sustain your chosen lifestyle for as long as you may live - without ever having to work again. Our main aim is that YOU enjoy prosperity, growth, freedom, well-being and peace of mind as we manage your investments with a long-term partnership view.
Education can give you an advantage
health + wealth = prosperous life
You've discovered that you have severe arthritis a few months before you retire, all your savings keep paying for your children’s medical bills, you work so hard and are always stressed out. Let us sit down and answer these and many other similar questions, that can either help you now or in the future.
With education I have a better chance of getting a job, not starting at the bottom. You decide on which side of chance you would like to be or to give to Your children.
Plan smart, live smart, retire smart by making provision for life’s challenges Post-retirement, i.e. Medical bills, bond settlement, house Maintenance, children coming back to live with you;
The key in making such a decision is to ask yourself the right questions, e.g. what are the various investment opportunities, and also understanding the Reward versus the Risk. We endeavour to educate you to navigate through the Landscape of investment vehicles in order to make the Most appropriate choice.
Wealth creation for retirement
independence
Education Advancement
Essential Health Care
Estate Planning
Secure Retirement
Optimal Investments
Let us develop
YOUR WEALTH CREATION LANDSCAPE
Can your estate stand the test of time?
Where's the Best Place to grow my money
We can help you to structure an estate plan to make provision for all the costs that your Estate might require when You pass on. This will remove the burden from your Dependants to have your estate finalised. Take action and build your Estate plan today.